How big is Newberg Ford's plan?

Newberg Ford's plan reported $904K in assets and 35 participants for 2024.

Original filing (PDF)20250717104320NAL0000052547001

Newberg Ford

Name: Newberg Ford — Newberg Ford 401(k) Plan, Form 5500 (2024)
Creator: Newberg Ford
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newberg Ford 401(k) Plan

401(k) retirement plan · Newberg Ford's Newberg Ford 401(k) Plan held $904K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

Freddie Jacobs Jr. signed Newberg Ford's 2024 Form 5500 as plan administrator.

Freddie Jacobs Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newberg Ford's EIN is 87-3608111.

EIN 87-3608111

Plan number 003

Plan year 2024

ACK ID 20250717104320NAL0000052547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newberg Ford from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newberg Ford's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBERG FORD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEWBERG FORD

EIN

all filings

Address

3900 PORTLAND RD · NEWBERG, OR · 97132

Phone

(503) 538-2171

Industry

Retail Trade

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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